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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

450 hedge funds and large institutions have $6.65B invested in Vanguard Mega Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 170 increasing their positions, 114 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
450
Holders Change
+30
Holders Change %
+7.14%
% of All Funds
5.99%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.47%
New
74
Increased
170
Reduced
114
Closed
29
Calls
$287K
Puts
$25K
Net Calls
+$262K
Net Calls Change
-$1.06M

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$45.9M
2
Ameriprise
Ameriprise
Minnesota
+$41.2M
3
DWM
Dechtman Wealth Management
Colorado
+$20.7M
4
Bank of America
Bank of America
North Carolina
+$15.3M
5
WA
Waverly Advisors
Alabama
+$13M

Top Sellers

1
LNC
Lincoln National Corp
Pennsylvania
-$247M
2
RWA
Redhawk Wealth Advisors
Minnesota
-$24.7M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$18.9M
4
EPP
ETF Portfolio Partners
Kansas
-$12.6M
5
SG Americas Securities
SG Americas Securities
New York
-$7.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
MOS
226
MGO One Seven
Ohio
$780K – – –
SIM
227
Synergy Investment Management
Florida
$773K +$773K +6,185 New
ORC
228
O'Rourke & Company
Massachusetts
$746K +$107K +855 +17%
VWA
229
Visionary Wealth Advisors
Illinois
$736K +$13.1K +105 +2%
VC
230
Vicus Capital
Pennsylvania
$731K -$18.4K -147 -2%
CAG
231
Csenge Advisory Group
Florida
$719K -$44.7K -358 -6%
RMAM
232
Raab & Moskowitz Asset Management
New Jersey
$715K +$30.9K +247 +5%
CWM
233
Collaborative Wealth Management
Florida
$714K – – –
Jane Street
234
Jane Street
New York
$713K +$713K +5,705 New
WP
235
WMS Partners
Maryland
$709K – – –
IA
236
IFP Advisors
Florida
$699K +$17.4K +139 +3%
KFGK
237
Keystone Financial Group (Kentucky)
Kentucky
$693K – – –
CP
238
Creekside Partners
California
$693K – – –
GFG
239
Goldstone Financial Group
Illinois
$689K +$1.5K +12 +0.2%
NEPWA
240
New England Private Wealth Advisors
Massachusetts
$679K +$411K +3,290 +153%
MCM
241
MidAtlantic Capital Management
Virginia
$667K – – –
HTC
242
Haverford Trust Company
Pennsylvania
$664K +$122K +975 +22%
GIA
243
Gladstone Institutional Advisory
Florida
$657K +$250 +2 +0%
JIC
244
Johnson Investment Counsel
Ohio
$653K +$250 +2 +0%
MAM
245
Mainsail Asset Management
Alabama
$653K -$1.87K -15 -0.3%
MWM
246
Meridian Wealth Management
Kentucky
$651K +$250 +2 +0%
JWM
247
JFG Wealth Management
Colorado
$650K +$650K +5,205 New
RCAG
248
Rehmann Capital Advisory Group
Michigan
$645K +$2.37K +19 +0.4%
WBG
249
Wharton Business Group
Pennsylvania
$631K – – –
IAA
250
Independent Advisor Alliance
North Carolina
$629K +$629K +5,035 New
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